Method Community

I would like to create a button that could copy or duplicate an existing invoice/estimate into a new invoice/estimate with the same items, pricing, and description. After the copy/duplication, I would want to put in a new customer and save the invoice. Is this possible?

Hi joshtodd,

It wouldn't work exactly like that, you would need to first select a customer in order to be able to add any line items. What you can do is take a look at the Copy selected... option under the More actions... button on the FieldService_WorkOrderList screen. Then look at the Copy Work Orders button on the FieldService_CopyWorkOrder screen. You can reverse engineer these buttons to assist you with accomplishing this, however it won't be exactly the same for your needs so you may need to ask additional questions if you get stuck or speak to a Consultant. Remember that you need to first have the ability to select a customer as the Active Record ID.

- Ashur

FieldService_CopyWorkOrder is exactly what I am looking for, but for Estimates instead of work orders. Is that possible?

Yes, it would be similar but not exactly the same.

- Ashur

I think this is going to be beyond my comfort zone with Method, the actions on that screen are too complex. Can you get me in touch with a paid consultant to create the screen for me?

I've spoken with your Account Manager and he will be reaching out to you.

- Ashur

Edit: I've created a case for your request and you've been added to the queue. We'll reach out to you as soon as possible.

- Ashur